See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,834 | $88,707+153.5% | $74,183+203.1% | $273,961-17.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.14% | 11.94%-7.8pp | 17.74%-13.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $679 | $3,159-78.5% | $2,370-71.4% | $4,869-86.1% |
| Participant deferral / active EE | $10,151 | $4,212+141.0% | $3,550+186.0% | $5,287+92.0% |
| Admin fee / account holder | $23 | $8,717-99.7% | $5,586-99.6% | $10,132-99.8% |